Fiserv Inc
FISV- Exchange
- Nasdaq
- Industry
- Services-Business Services, NEC
- SEC CIK
- 0000798354
In the last 90 days, Fiserv Inc insiders filed 1 open-market purchase and 0 sales; 1,152 institutions reported holding it in 13F filings for Q2 2026, worth $23.4B in total; Harris Associates (Oakmark) is the only superinvestor holding it.
13F holders, Q4 2023
Institutional positions in Fiserv Inc as of Dec 31, 2023. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 1,592
- +118 vs. Q3 2023
- Shares held
- 539.4M
- −4.93M (−0.9%) vs. Q3 2023
- Total value
- $71.6B
- +$10.0B (+16.3%) vs. Q3 2023
- New holders
- 202
- 548 more added
- Sold out
- 84
- 619 more reduced
17 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2023: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting FISV on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 1,152 | $23.4B |
| Q1 2026 | 1,264 | $26.0B |
| Q4 2025 | 1,401 | $32.2B |
| Q3 2025 | 1,736 | $62.2B |
| Q2 2025 | 1,848 | $84.5B |
| Q1 2025 | 1,940 | $112.4B |
| Q4 2024 | 1,904 | $105.8B |
| Q3 2024 | 1,727 | $92.3B |
| Q2 2024 | 1,669 | $77.4B |
| Q1 2024 | 1,646 | $85.2B |
| Q4 2023 | 1,592 | $71.6B |
| Q3 2023 | 1,491 | $61.6B |
| Q2 2023 | 1,476 | $69.9B |
| Q1 2023 | 1,436 | $63.4B |
| Q4 2022 | 1,433 | $56.6B |
| Q3 2022 | 1,345 | $53.5B |
| Q2 2022 | 1,329 | $50.9B |
| Q1 2022 | 1,345 | $58.7B |
| Q4 2021 | 1,360 | $61.4B |
| Q3 2021 | 1,329 | $65.1B |
| Q2 2021 | 1,344 | $64.3B |
| Q1 2021 | 1,334 | $73.5B |
Institutions, Q4 2023
Shares, value and share of portfolio for each institution holding Fiserv Inc; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Bragg Financial Advisors, Inc | 72,337 | $9.61M | 0.46% | +339+0.5% | Added |
| Captrust Financial Advisors | 73,410 | $9.75M | 0.03% | −6,109−7.7% | Reduced |
| Running Oak Capital LLC | 74,201 | $9.86M | 1.94% | +9,230+14.2% | Added |
| State of Alaska, Department of Revenue | 74,573 | $9.90M | 0.12% | −7,615−9.3% | Reduced |
| Prio Wealth Limited Partnership | 74,798 | $9.94M | 0.34% | −40−0.1% | Reduced |
| Intech Investment Management LLC | 74,985 | $9.96M | 0.15% | +6,385+9.3% | Added |
| Bellecapital International Ltd. | 75,379 | $10.0M | 2.27% | +2,048+2.8% | Added |
| Matrix Asset Advisors Inc | 75,549 | $10.0M | 1.28% | −5,894−7.2% | Reduced |
| Core Alternative Capital | 76,417 | $10.2M | 1.74% | −33,215−30.3% | Reduced |
| Romano Brothers and Company | 76,572 | $10.2M | 1.51% | −1,380−1.8% | Reduced |
| Bailard, Inc. | 77,114 | $10.2M | 0.30% | +1,423+1.9% | Added |
| Perennial Advisors, LLC | 77,720 | $10.3M | 2.54% | +309+0.4% | Added |
| Venturi Wealth Management, LLC | 77,874 | $10.3M | 0.73% | +875+1.1% | Added |
| Legacy Private Trust Co. | 78,078 | $10.4M | 0.82% | −2,743−3.4% | Reduced |
| Ethic Inc. | 78,916 | $10.5M | 0.31% | +5,601+7.6% | Added |
| Puzo Michael J | 80,186 | $10.7M | 3.38% | −188−0.2% | Reduced |
| Mutual of America Capital Management LLC | 80,284 | $10.7M | 0.12% | −4,978−5.8% | Reduced |
| Redwood Grove Capital, LLC | 80,498 | $10.7M | 3.95% | 00.0% | Unchanged |
| Yousif Capital Management, LLC | 80,908 | $10.7M | 0.13% | −4,223−5.0% | Reduced |
| Gotham Asset Management, LLC | 81,103 | $10.8M | 0.20% | +69,187+580.6% | Added |
| M&G Investment Management Ltd | 81,032 | $10.8M | 0.06% | −50,967−38.6% | Reduced |
| ClariVest Asset Management LLC | 81,614 | $10.8M | 0.60% | −15,820−16.2% | Reduced |
| First National Trust Co | 83,600 | $11.1M | 0.49% | −11,174−11.8% | Reduced |
| Farmers & Merchants Investments Inc | 83,659 | $11.1M | 0.41% | −110.0% | Reduced |
| Ramsay, Stattman, Vela & Price, Inc. | 84,228 | $11.2M | 2.28% | −480−0.6% | Reduced |
| Point72 Middle East FZE | 85,543 | $11.4M | 0.79% | −42,178−33.0% | Reduced |
| Oppenheimer Asset Management Inc. | 85,798 | $11.4M | 0.16% | −15,550−15.3% | Reduced |
| Allianz Asset Management GmbH | 85,973 | $11.4M | 0.02% | −17,009−16.5% | Reduced |
| Bell Asset Management Ltd | 86,892 | $11.5M | 1.76% | −3,318−3.7% | Reduced |
| Hunter Associates Investment Management LLC | 87,068 | $11.6M | 2.12% | +411+0.5% | Added |
| Baldwin Brothers Inc | 87,741 | $11.7M | 0.92% | −2,701−3.0% | Reduced |
| Logan Capital Management Inc | 87,824 | $11.7M | 0.54% | −1,413−1.6% | Reduced |
| Kidder Stephen W | 89,039 | $11.8M | 3.81% | −480−0.5% | Reduced |
| GAM Holding AG | 89,154 | $11.8M | 0.88% | −88−0.1% | Reduced |
| Financiere des Professionnels - Fonds d,investissement inc. | 89,374 | $11.9M | 1.04% | +834+0.9% | Added |
| Shelton Capital Management | 90,062 | $12.0M | 0.38% | +6,989+8.4% | Added |
| Lee Danner & Bass Inc | 90,061 | $12.0M | 1.02% | −882−1.0% | Reduced |
| Broderick Brian C | 90,361 | $12.0M | 3.00% | +2,397+2.7% | Added |
| Robertson Opportunity Capital, LLC | 91,083 | $12.1M | 5.31% | 00.0% | Unchanged |
| LSV Asset Management | 91,100 | $12.1M | 0.03% | +30,100+49.3% | Added |
| Tower Research Capital LLC (TRC) | 92,967 | $12.3M | 0.15% | +52,276+128.5% | Added |
| Nippon Life Global Investors Americas, Inc. | 93,330 | $12.4M | 0.69% | +93,330 | New |
| New York Life Investment Management LLC | 93,889 | $12.5M | 0.13% | −21,843−18.9% | Reduced |
| CIBC World Markets Inc. | 94,112 | $12.5M | 0.04% | +23,359+33.0% | Added |
| Agf Management Ltd | 94,260 | $12.5M | 0.07% | −4,833−4.9% | Reduced |
| Vestor Capital, LLC | 96,289 | $12.8M | 1.22% | +3,649+3.9% | Added |
| USS Investment Management Ltd | 96,764 | $12.9M | 0.12% | −8,760−8.3% | Reduced |
| Degroof Petercam Asset Management | 96,800 | $12.9M | 0.17% | +96,800 | New |
| Formuepleje A/S | 97,286 | $12.9M | 0.92% | +97,286 | New |
| Foyston, Gordon, & Payne Inc | 97,323 | $12.9M | 3.25% | −25,940−21.0% | Reduced |
| Trexquant Investment LP | 97,614 | $13.0M | 0.29% | +54,141+124.5% | Added |
| Busey Wealth Management | 98,111 | $13.0M | 0.50% | −548−0.6% | Reduced |
| APG Asset Management N.V. | 113,193 | $13.6M | 0.03% | +23,593+26.3% | Added |
| Xponance, Inc. | 102,940 | $13.7M | 0.16% | +13,525+15.1% | Added |
| Wilbanks Smith & Thomas Asset Management LLC | 103,250 | $13.7M | 0.42% | −1,041−1.0% | Reduced |
| CCM Investment Advisers LLC | 103,558 | $13.8M | 1.69% | +1,894+1.9% | Added |
| Utah Retirement Systems | 103,760 | $13.8M | 0.18% | −1,000−1.0% | Reduced |
| Zacks Investment Management | 104,244 | $13.8M | 0.17% | +2,326+2.3% | Added |
| Kelly Lawrence W & Associates Inc | 104,667 | $13.9M | 3.34% | +210+0.2% | Added |
| Punch & Associates Investment Management, Inc. | 104,671 | $13.9M | 0.81% | +290.0% | Added |
| Czech National Bank | 105,143 | $14.0M | 0.20% | −1,405−1.3% | Reduced |
| WS Portfolio Advisory, LLC | 106,600 | $14.2M | 2.62% | +106,600 | New |
| Covington Investment Advisors Inc. | 107,362 | $14.3M | 2.59% | +3,270+3.1% | Added |
| Brant Point Investment Management LLC | 107,976 | $14.3M | 3.43% | −1,540−1.4% | Reduced |
| Engle Capital Management, L.P. | 108,000 | $14.3M | 5.03% | +108,000 | New |
| Jupiter Asset Management Ltd | 109,520 | $14.5M | 0.14% | −334,091−75.3% | Reduced |
| Commonwealth Equity Services, LLC | 109,556 | $14.6M | 0.03% | +2,932+2.7% | Added |
| Prana Capital Management, LP | 110,010 | $14.6M | 0.86% | −266,894−70.8% | Reduced |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 110,283 | $14.7M | 0.18% | −8,300−7.0% | Reduced |
| Rockefeller Capital Management L.P. | 111,526 | $14.8M | 0.05% | +438+0.4% | Added |
| Palisade Capital Management LLC | 113,554 | $15.1M | 0.40% | −648−0.6% | Reduced |
| Fifth Third Bancorp | 113,733 | $15.1M | 0.06% | −12,424−9.8% | Reduced |
| First Trust Advisors LP | 113,946 | $15.1M | 0.02% | −90,336−44.2% | Reduced |
| Hunter Perkins Capital Management, LLC | 116,620 | $15.5M | 3.24% | +24,306+26.3% | Added |
| CIBC Asset Management Inc | 116,934 | $15.5M | 0.06% | −7,765−6.2% | Reduced |
| DnB Asset Management AS | 118,115 | $15.7M | 0.08% | +2,368+2.0% | Added |
| Stansberry Asset Management, LLC | 118,325 | $15.7M | 2.61% | −16,862−12.5% | Reduced |
| MML Investors Services, LLC | 118,557 | $15.7M | 0.07% | +19,024+19.1% | Added |
| RSM US Wealth Management LLC | 118,573 | $15.8M | 0.43% | −1,405−1.2% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 120,445 | $16.0M | 0.09% | +1,892+1.6% | Added |
| Stanley Capital Management, LLC | 121,559 | $16.1M | 3.98% | 00.0% | Unchanged |
| Dorsey & Whitney Trust CO LLC | 122,397 | $16.3M | 1.25% | −1,255−1.0% | Reduced |
| ProShare Advisors LLC | 123,917 | $16.5M | 0.05% | −10,334−7.7% | Reduced |
| Texas Permanent School Fund | 123,931 | $16.5M | 0.14% | −2,041−1.6% | Reduced |
| IFM Investors Pty Ltd | 125,228 | $16.6M | 0.20% | −1,470−1.2% | Reduced |
| Calamos Advisors LLC | 126,810 | $16.8M | 0.09% | −1,656−1.3% | Reduced |
| Bath Savings Trust Co | 126,930 | $16.9M | 1.89% | −3,453−2.6% | Reduced |
| McRae Capital Management Inc | 126,944 | $16.9M | 4.22% | +21,529+20.4% | Added |
| LS Investment Advisors, LLC | 127,782 | $17.0M | 2.94% | −9,075−6.6% | Reduced |
| Los Angeles Capital Management LLC | 128,298 | $17.0M | 0.06% | +73,688+134.9% | Added |
| Vident Advisory, LLC | 128,772 | $17.1M | 0.43% | +22,088+20.7% | Added |
| Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A. | 129,000 | $17.1M | 3.90% | 00.0% | Unchanged |
| Cadinha & Co LLC | 130,263 | $17.3M | 2.76% | +57,925+80.1% | Added |
| Natixis | 131,240 | $17.4M | 0.13% | +100,451+326.3% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 131,433 | $17.5M | 0.13% | +8,859+7.2% | Added |
| Walleye Capital LLC | 131,886 | $17.5M | 0.25% | +131,886 | New |
| Retirement Systems of Alabama | 132,274 | $17.6M | 0.07% | −5,565−4.0% | Reduced |
| Creative Planning | 132,679 | $17.6M | 0.03% | +4,100+3.2% | Added |
| Polar Capital Holdings Plc | 132,876 | $17.7M | 0.12% | +2,230+1.7% | Added |
| Massmutual Trust Co FSB | 133,066 | $17.7M | 0.59% | −200.0% | Reduced |